Triangle Securities Wealth Management

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
ECOLAB INC.	—	$1.09M	4,160	0.2%
ConocoPhillips	—	$1.09M	11,609	0.2%
Union Pacific Corp	—	$1.06M	4,524	0.2%
TRUIST FINANCIAL CORP	—	$1.04M	21,066	0.2%
Arthur J. Gallagher & Co.	—	$1.04M	4,003	0.2%
SELECT SECTOR SPDR TR	—	$1.02M	23,795	0.2%
Otis Worldwide Corp	—	$1.01M	11,614	0.2%
Palo Alto Networks Inc	—	$1.01M	5,482	0.2%
LABCORP HOLDINGS INC.	—	$989.2K	3,943	0.2%
AMERICAN EXPRESS CO	—	$977.4K	2,642	0.2%
ISHARES TR	—	$972.2K	15,643	0.2%
INTERNATIONAL BUSINESS MACHINES CORP	—	$946.0K	3,273	0.2%
The Boeing Company	—	$944.9K	4,352	0.2%
CUMMINS INC	—	$932.1K	1,826	0.2%
SPDR S&P 500 ETF TR	—	$902.2K	1,323	0.2%
BRISTOL MYERS SQUIBB CO	—	$851.1K	15,779	0.2%
TYLER TECHNOLOGIES, INC.	—	$845.3K	1,862	0.2%
BROADRIDGE FINANCIAL SOLUTIONS INC	—	$838.3K	3,756	0.2%
ON HLDG AG	—	$835.5K	17,975	0.2%
The PNC Financial Services Group, Inc.	—	$834.9K	4,000	0.2%
Philip Morris International Inc.	—	$827.2K	5,157	0.2%
GENERAL ELECTRIC CO	—	$822.7K	2,671	0.2%
WEC ENERGY GROUP, INC.	—	$815.7K	7,735	0.2%
ASML HOLDING N V	—	$814.2K	761	0.2%
T ROWE PRICE ETF INC	—	$789.7K	17,483	0.2%
VANGUARD INDEX FDS	—	$775.4K	4,060	0.2%
VERTEX PHARMACEUTICALS INC / MA	—	$774.8K	1,709	0.2%
Air Products & Chemicals, Inc.	—	$759.6K	3,075	0.2%
CVS HEALTH Corp	—	$755.8K	9,524	0.2%
SCHWAB STRATEGIC TR	—	$752.6K	16,648	0.2%
HONEYWELL INTERNATIONAL INC	—	$750.3K	3,846	0.2%
ELEVATION SERIES TRUST	—	$740.6K	90,428	0.2%
Mastercard Inc	—	$719.9K	1,261	0.2%
Marriott International Inc/MD	—	$719.1K	2,318	0.2%
3M CO	—	$713.0K	4,453	0.2%
ISHARES TR	—	$684.9K	6,480	0.1%
MGM Resorts International	—	$681.8K	18,684	0.1%
MCDONALD'S CORP	—	$678.5K	2,220	0.1%
SPDR SERIES TRUST	—	$675.3K	4,853	0.1%
ISHARES TR	—	$658.9K	962	0.1%
ROPER TECHNOLOGIES INC	—	$655.7K	1,473	0.1%
DEERE & CO	—	$640.2K	1,375	0.1%
SHERWIN WILLIAMS CO	—	$640.1K	1,976	0.1%
QUALCOMM INC/DE	—	$631.7K	3,693	0.1%
NORTHERN TRUST CORP	—	$626.3K	4,585	0.1%
DuPont de Nemours, Inc.	—	$610.0K	15,175	0.1%
Booking Holdings Inc	—	$589.1K	110	0.1%
Diamondback Energy, Inc.	—	$577.0K	3,838	0.1%
SLB LIMITED/NV	—	$572.9K	14,928	0.1%
Qnity Electronics, Inc.	—	$567.5K	6,950	0.1%